Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melia? Claim Your ProfileMelia Campbell is a registered representative with Morgan Stanley. Melia is licensed to provide investment advice in Texas and Washington, and she is registered to sell securities in 40 states. Melia has been in the financial services industry since 2019 and holds several licenses and certifications, including the Series 66, Series 63, Series 7, and Series 6. Melia is experienced in providing investment advice and portfolio management services to individuals, corporations, and other institutions. Melia is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
12/19/2022 - Present
Morgan Stanley (Seattle WA)
CA
10/08/2019 - 03/18/2021
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BOTH
Issued 12/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melia Campbell is the right advisor for you? Invested Better is here to help.
